n8n Daily Sales Pipeline Report Workflow: a free n8n template.

What it does

Deals do not die loudly. They stall quietly. Every morning this workflow scans your pipeline and sends you one short brief: the 3 deals most at risk, why each one is stuck, and the exact message to send today. You spend 5 minutes reading instead of an hour digging through your CRM. Importable n8n JSON with setup sticky notes on every node. Add your keys and run it.

Inside the workflow: 14 nodes

1. 01Every Day at 8amSchedule Trigger
2. 02Test Webhook (deletable)Webhook
3. 03Config (EDIT ME)Set
4. 04Test Mode?If
5. 05Mock Deals (test mode)Code
6. 06Fetch Deals (CRM or Sheets)Http Request
7. 07Parse DealsCode
8. 08Stage Aging + WoW MathCode
9. 09Test Mode? (brief)If
10. 10Mock Pulse Brief (test mode)Code
11. 11AI Write Pulse Brief (OpenAI)Http Request
12. 12Parse BriefCode
13. 13Send Brief (swap for your Slack or email node)No Op
14. 14Log Pulse (swap for your Sheets or CRM node)No Op

Questions

Do I need to code?

No. n8n Daily Sales Pipeline Report Workflow is an importable n8n JSON file. Every node carries a sticky note that tells you what to set.

How do I import it into n8n?

Open n8n, press the three dots menu, pick Import from File, and select the JSON. Then follow the sticky notes.

What do I need to run it?

A free or paid n8n instance. The workflow has a Config node for your values and a test mode that runs with zero external credentials.

What does it cost?

Nothing. You trade your email for the download, and I send the file plus the setup guide.